Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Business Exposures
Activism
Animal Testing
Artificial Intelligence
Boeing 737
Brexit
Cannabis
Censorship
Climate
Coal
COVID-19
Criminal
Death
Debt Markets
Derivatives
Diversity
Economy
Electric Vehicles
Electricity Generation
Ethanol
Financial
Firearms
Fossil Fuels
Glyphosate
Harassement
Immigration
Information Security
Intellectual Property
Interest Rates
Labor
Layoff
Lead
Legal
Palm Oil
Pension
Political
Product Safety
Regulatory
Religion
Securities Market
Supply Chain
Tariff
Textiles
US Equities
< Previous
1
2
...
18
19
20
21
22
23
24
25
26
...
99
100
Next >
Is BlackLine Stock a Turnaround Bet After This Fund's New $20 Million Stake?
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BL
MSFT
STX
TAC
TLN
Exposures
Legal
Regulatory
New $10 Million Stake in Frontdoor Signals Conviction as Firm Posts 14% Revenue Growth
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BATRA
DAKT
FTDR
HGV
HLT
MANU
Exposures
Legal
Regulatory
Hilton Grand Vacations Is This Portfolio's Largest Holding as Stock Climbs 15% in One Year
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BATRA
DAKT
HGV
HLT
MANU
PRG
Exposures
Legal
Regulatory
United Parks & Resorts Stock Down 35% This Past Year, and One Fund Just Sold Its Entire $14 Million Stake
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BATRA
DAKT
HGV
MANU
PRG
PRKS
Exposures
Legal
Regulatory
The Private Credit Crack-Up: Blue Owl’s $1.4 Billion Fire Sale Sends Shockwaves Through Wall Street
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
APO
ARES
ARM
BX
KKR
OBDC
Exposures
Artificial Intelligence
Legal
Regulatory
U.S. Q4 GDP Misses Expectations: The 1.4% Growth Slump and the 2026 Outlook
February 20, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Tickers
BA
GS
JPM
LMT
NOC
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Inside a $75 Million Albertsons Stock Sale as Shares Sink 8% in a Year
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
ACI
GMED
GXO
HGV
SN
TEVA
Exposures
Legal
Regulatory
AvePoint Stock Down 47% as One Fund Slashes Stake by $65.9 Million
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AVPT
GMED
GXO
HGV
HLT
MSFT
Exposures
Legal
Regulatory
Don't Buy XRP Until This Happens
↗
February 20, 2026
Via
The Motley Fool
Topics
Bonds
Government
Regulatory Compliance
Tickers
GS
JPM
Exposures
Debt Markets
Legal
Political
Belden Stock Up 27% as $11 Million New Stake Signals Confidence in $2.7 Billion Revenue Run
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
BDC
ESTC
MDB
PTC
SAIL
TTAN
Exposures
Legal
Regulatory
Supply Chain
Fund Dumps $6.5 Million SentinelOne Stake Amid Stock’s 45% Slide
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BDC
ESTC
MDB
S
SAIL
TTAN
Exposures
Legal
Regulatory
Is Genpact Stock a Buy After Nalanda Increased Its Stake by 1 Million Shares?
↗
February 20, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Regulatory Compliance
Tickers
G
Exposures
Artificial Intelligence
Legal
Regulatory
Applovin Stock In Focus Amid Reportedly Ongoing SEC Probe; Convequity Says Wait For The Dip Before Investing
↗
February 20, 2026
Via
Stocktwits
Topics
Regulatory Compliance
Whistleblower
Tickers
APP
IVV
QQQ
VOO
XLK
Exposures
Legal
Regulatory
The "Super Pipe" Revolution: FCC’s 900 MHz Expansion Signals a New Era for Anterix and the Future of Private Wireless
February 20, 2026
Via
MarketMinute
Tickers
AEE
ATEX
ERIC
EVRG
GE
NOK
Exposures
Regulatory
Brightstar Lottery Stock Down 26% as Investor Sells $10 Million in Shares Amid $629 Million Quarter
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BRSL
BRZE
CVS
SYF
UNH
Exposures
Legal
Regulatory
This Fund's New $14 Million Stake in Cal-Maine Foods Signals Conviction Even as Income Sank 50% Last Quarter
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Tickers
BRSL
BRZE
CALM
CVS
SHEL
SYF
Exposures
Legal
Regulatory
Supply Chain
Braze Stock Down 59%, so Why Did One Fund Just Invest Another $16 Million in Shares?
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BRSL
BRZE
CVS
SYF
UNH
Exposures
Legal
Regulatory
Kaplan Fox Alerts Kyndryl Holdings, Inc. (KD) Investors to a Securities Class Action Lawsuit - Deadline is April 13, 2026
February 20, 2026
Via
NewMediaWire
Topics
Lawsuit
Regulatory Compliance
Tickers
KD
Exposures
Financial
Legal
Regulatory
Kaplan Fox Alerts Kyndryl Holdings, Inc. (KD) Investors to a Securities Class Action Lawsuit - Deadline is April 13, 2026
February 20, 2026
Via
TheNewswire.com
Topics
Lawsuit
Regulatory Compliance
Tickers
KD
Exposures
Financial
Legal
Regulatory
Paloma Partners Reduces Core Scientific Position as Mining Efficiency and Costs Shape the Bitcoin Cycle
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
AFRM
AVGO
CORZ
INTC
NVDA
TTWO
Exposures
Legal
Regulatory
Prediction: 2 Popular Cryptocurrencies That Could Underperform in 2026
↗
February 20, 2026
Via
The Motley Fool
Topics
ETFs
Lawsuit
Regulatory Compliance
Tickers
ZONE
Exposures
Financial
Legal
Regulatory
Fund Discloses $25 Million Braze Stock Investment Amid 60% Share Plunge
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BRZE
CSBR
CXM
KDK
TTAN
Exposures
Legal
Regulatory
Battery Management Dumps $9 Million Zeta Stake as Shares Slide 38% Year Over Year
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BRZE
CSBR
CXM
KDK
TTAN
ZETA
Exposures
Legal
Regulatory
ESGBreaks – Neo-Concept International Group Holdings Limited (NASDAQ: NCI) Closes $8.1 Million Public Offering
February 20, 2026
Via
Investor Brand Network
Topics
Economy
Regulatory Compliance
Tickers
NCI
Exposures
Legal
Regulatory
Supply Chain
Battery Takes $124 Million Bet on Kodiak AI. Here's What Investors Should Know
↗
February 20, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Tickers
BRZE
CSBR
CXM
KDK
TTAN
Exposures
Artificial Intelligence
Legal
Regulatory
Sprinklr Stock Down 40% in a Year as One Fund Sells Nearly $3 Million Worth of Shares
↗
February 20, 2026
Via
The Motley Fool
Topics
Regulatory Compliance
Tickers
BRZE
CSBR
CXM
KDK
TTAN
Exposures
Legal
Regulatory
Paramount Clears Key US Antitrust Review In $77.9 Billion Pursuit Of Warner Bros. Discovery
↗
February 20, 2026
Via
Stocktwits
Topics
Regulatory Compliance
Tickers
NFLX
PSKY
WBD
Exposures
Legal
Regulatory
InvestorNewsBreaks – Olenox Industries (NASDAQ: OLOX) Appoints Ambassador Paula Dobriansky to Board of Directors
February 20, 2026
Via
Investor Brand Network
Topics
Regulatory Compliance
Tickers
OLOX
Exposures
Legal
Regulatory
Kyndryl Holdings, Inc. (KD) Securities Fraud Class Action Lawsuit Filed; April 13, 2026, Lead Plaintiff Deadline
February 20, 2026
Via
NewMediaWire
Topics
Fraud
Lawsuit
Regulatory Compliance
Tickers
KD
Exposures
Financial
Legal
Regulatory
Kyndryl Holdings, Inc. (KD) Securities Fraud Class Action Lawsuit Filed; April 13, 2026, Lead Plaintiff Deadline
February 20, 2026
Via
TheNewswire.com
Topics
Fraud
Lawsuit
Regulatory Compliance
Tickers
KD
Exposures
Financial
Legal
Regulatory
< Previous
1
2
...
18
19
20
21
22
23
24
25
26
...
99
100
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.